Expero's CONNECTED Finance platform empowers teams of financial professionals and individual investors alike, turning data into actionable insights. With seamless integration and customization, it accelerates time to value and delivers impactful, decision-driven experiences.
Data only adds value when it drives decisions. CONNECTED Finance turns market intelligence and wealth management data into actionable insights by rapidly integrating internal and external data. With unmatched speed, scalability, and flexibility, the fully configurable platform fits seamlessly into your infrastructure, accelerating time to value and delivering results.
Built with modularity at its core, CONNECTED Finance uses highly composable components designed for market intelligence and wealth management. Whether on-premise, in the cloud, or client-side, its adaptable architecture scales with your evolving needs, enabling deep customization. This flexibility ensures seamless integration across all platforms and empowers you to respond quickly to the dynamic nature of financial decision-making.
CONNECTED Finance offers a user experience built for modern financial professionals, with intuitive tools for visualization, analysis, and data exploration. Designed for maximum adoption, its user-centered design drives engagement and satisfaction. Built with WCAG, AODA, EAA compliance and multi-language support, it ensures global accessibility while maintaining compliance with evolving regulations, freeing you from the burden of legacy systems
CONNECTED Finance is AI-ready, designed to understand and act on user intent for more personalized and efficient experiences. By interpreting user behavior, it delivers tailored insights, recommendations, and automates routine tasks. With features like natural language processing and AI-driven insights, CONNECTED Finance streamlines decision-making and boosts operational efficiency, ensuring your business is future-ready.
Expero’s flexible engagement model adapts to your unique business needs. Combining best-in-class components with customizable solutions, we deliver quickly while ensuring flexibility. With deep expertise in data engineering, architecture, development, UX design, and product strategy, we craft solutions that deliver results and long-term value, whether through rapid implementation or a fully tailored approach.
Our platform accelerates the path to a modern financial desktop experience. CONNECTED Finance delivers transformative impact for front-,mid-, and back-office applications across a wide variety of use cases - from the delivery of timely market data and analytics, to an integrated desktop experience for financial advisors. Fundamentally, CONNECTED Finance creates seamless integration of data, analytics, and applications.
Expero partners with Morningstar for top-tier financial data and OpenFin for seamless platform delivery, ensuring the best in market intelligence and user experience.
These partnerships ensure best-in-class data and agile delivery, meeting your evolving needs with superior performance and flexibility.
CONNECTED Finance offers container-agnostic, highly customizable UI components that work seamlessly across Web, Mobile, and FDC3 environments. These modules provide a unified experience, deployable across platforms for consistent performance, scalability, and adaptability.
Assemble and analyze data in tabular form. Source internal and external data, whether streaming or static, and run simple calculations and screens.
Visualize and interact with financial data trends, gaining insights through vibrant and intuitive data visualizations.
Create and manage real-time watchlists with integrated data, news, and alerts.
Intuitive interface for real-time news and events on market shifts.
Gain a full view of holdings by integrating internal and external data to evaluate performance, risk, and allocation for smarter investment decisions.
A container-agnostic framework supporting seamless communication across web, mobile, and desktop, with built-in accessibility (WCAG, ADDA, EAA), localization, and FDC3/Here™ compatibility.
Spend more time serving your clients and less time sifting through data and spreadsheets. Jetpack unlocks the power of your data so that you can focus on connecting with customers and identifying the next great investment opportunity. Through text-based conversation, our AI-driven digital agent enables users to query, explore, and transform financial data into beautiful, easily explainable visualizations.
Watch as our CONNECTED Finance platform helps you synthesize, modernize, and accelerate your innovation.
Want to understand the platform in more detail and explore how it could work for your firm? We’ve curated a selection of materials to help you realize its potential and build a business case.
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Provides and overview of how the Morningstar powered Mutual Fund Screener works, and how it can be integrated into other Morningstar data.
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